No signals firing today — neither flagged for any negative category nor showing the corroborated tone-strengthening pattern. Tone trajectory is improving (below → → ahead → ); last update 2026-05-07. Macro backdrop: recovery.
⌘K
No signals firing today — neither flagged for any negative category nor showing the corroborated tone-strengthening pattern. Tone trajectory is improving (below → → ahead → ); last update 2026-05-07. Macro backdrop: recovery.
| Signal / Date | Status | Detail | Indicator |
|---|---|---|---|
| Composite signals | |||
| Multi-channel | Not flagged | Mixed signals — not flagged on either side. 3 of 4 channels active. 2 of 3 channels in agreement | tone 38.0 · broker -100.0 · director 31.3 · sector 25.0 |
| Tone trajectory | improving | Tone has been improving. most recent 2026-05-07 · 5 statements in last 180d | |
| Distress | Not flagged | Not flagged for distress. | |
| Pre-raise | Not flagged | Not flagged as a pre-raise candidate. | |
| Narrative drift | Stable | Narrative consistent with historical baseline. | |
| Broker actions — last 90 days (7) | |||
| 2026-05-18 | target_raise | Berenberg Bankbuy | GBX 230(was 190) |
| 2026-05-18 | reiteration | Berenberg BankBuy | 230p(was 190) |
| 2026-05-15 | reiteration | JP Morgan CazenoveOverweight | 235p(was 245) |
| 2026-05-15 | target_cut | JPMORGANoverweight | 235p(was 245) |
| 2026-05-15 | target_cut | JP Morgan Cazenoveoverweight | GBX 235(was 245) |
| 2026-05-11 | reiteration | RBC Capital Marketsoutperform | GBX 225 |
| 2026-05-08 | reiteration | Jefferieshold | GBX 210 |
| Director deals — last 90 days (10; 10 purchases) | |||
| 2026-06-10 | Purchase | Russell O'Brien103 shares | £2 |
| 2026-06-10 | Purchase | Christopher O'Shea103 shares | £2 |
| 2026-05-26 | Purchase | Frank Mastiaux1,244 shares | £25 |
| 2026-05-26 | Purchase | Sue Whalley490 shares | £10 |
| 2026-05-20 | Purchase | Jonathan Howell50,000 shares | £987 |
| 2026-05-14 | Purchase | Russell O'Brien151 shares | £3 |
| 2026-05-14 | Purchase | Christopher O'Shea456 shares | £9 |
| 2026-05-11 | Purchase | Christopher O'Shea96 shares | £2 |
| 2026-05-08 | Purchase | Alessandra Pasini26,000 shares | £522 |
| 2026-05-11 | Purchase | Russell O'Brien97 shares | £2 |
| Backdrop | |||
| UK macro regime | recovery | UK cycle classification: recovery (76% confidence). | See macro indicators → |
Mixed signals — not flagged on either side. 3 of 4 channels active.
2 of 3 channels in agreement
Tone has been improving.
most recent 2026-05-07 · 5 statements in last 180d
Not flagged for distress.
Not flagged as a pre-raise candidate.
Narrative consistent with historical baseline.
Berenberg Bankbuy
Berenberg BankBuy
JP Morgan CazenoveOverweight
JPMORGANoverweight
JP Morgan Cazenoveoverweight
RBC Capital Marketsoutperform
Jefferieshold
Russell O'Brien103 shares
Christopher O'Shea103 shares
Frank Mastiaux1,244 shares
Sue Whalley490 shares
Jonathan Howell50,000 shares
Russell O'Brien151 shares
Christopher O'Shea456 shares
Christopher O'Shea96 shares
Alessandra Pasini26,000 shares
Russell O'Brien97 shares
No signals firing today — neither flagged for any negative category nor showing the corroborated tone-strengthening pattern. Tone trajectory is improving (below → → ahead → ); last update 2026-05-07. Macro backdrop: recovery.
| Signal / Date | Status | Detail | Indicator |
|---|---|---|---|
| Composite signals | |||
| Multi-channel | Not flagged | Mixed signals — not flagged on either side. 3 of 4 channels active. 2 of 3 channels in agreement | tone 38.0 · broker -100.0 · director 31.3 · sector 25.0 |
| Tone trajectory | improving | Tone has been improving. most recent 2026-05-07 · 5 statements in last 180d | |
| Distress | Not flagged | Not flagged for distress. | |
| Pre-raise | Not flagged | Not flagged as a pre-raise candidate. | |
| Narrative drift | Stable | Narrative consistent with historical baseline. | |
| Broker actions — last 90 days (7) | |||
| 2026-05-18 | target_raise | Berenberg Bankbuy | GBX 230(was 190) |
| 2026-05-18 | reiteration | Berenberg BankBuy | 230p(was 190) |
| 2026-05-15 | reiteration | JP Morgan CazenoveOverweight | 235p(was 245) |
| 2026-05-15 | target_cut | JPMORGANoverweight | 235p(was 245) |
| 2026-05-15 | target_cut | JP Morgan Cazenoveoverweight | GBX 235(was 245) |
| 2026-05-11 | reiteration | RBC Capital Marketsoutperform | GBX 225 |
| 2026-05-08 | reiteration | Jefferieshold | GBX 210 |
| Director deals — last 90 days (10; 10 purchases) | |||
| 2026-06-10 | Purchase | Russell O'Brien103 shares | £2 |
| 2026-06-10 | Purchase | Christopher O'Shea103 shares | £2 |
| 2026-05-26 | Purchase | Frank Mastiaux1,244 shares | £25 |
| 2026-05-26 | Purchase | Sue Whalley490 shares | £10 |
| 2026-05-20 | Purchase | Jonathan Howell50,000 shares | £987 |
| 2026-05-14 | Purchase | Russell O'Brien151 shares | £3 |
| 2026-05-14 | Purchase | Christopher O'Shea456 shares | £9 |
| 2026-05-11 | Purchase | Christopher O'Shea96 shares | £2 |
| 2026-05-08 | Purchase | Alessandra Pasini26,000 shares | £522 |
| 2026-05-11 | Purchase | Russell O'Brien97 shares | £2 |
| Backdrop | |||
| UK macro regime | recovery | UK cycle classification: recovery (76% confidence). | See macro indicators → |
Mixed signals — not flagged on either side. 3 of 4 channels active.
2 of 3 channels in agreement
Tone has been improving.
most recent 2026-05-07 · 5 statements in last 180d
Not flagged for distress.
Not flagged as a pre-raise candidate.
Narrative consistent with historical baseline.
Berenberg Bankbuy
Berenberg BankBuy
JP Morgan CazenoveOverweight
JPMORGANoverweight
JP Morgan Cazenoveoverweight
RBC Capital Marketsoutperform
Jefferieshold
Russell O'Brien103 shares
Christopher O'Shea103 shares
Frank Mastiaux1,244 shares
Sue Whalley490 shares
Jonathan Howell50,000 shares
Russell O'Brien151 shares
Christopher O'Shea456 shares
Christopher O'Shea96 shares
Alessandra Pasini26,000 shares
Russell O'Brien97 shares